Theodore J. van Gerven, ​CFP® Modern Wealth Builders, LLC

About Theodore J. van Gerven, CFP®

Are you a Gen X or Y professional looking to:

– Do more with your money

– Invest for financial freedom

– Protect your family, assets, and income

– Plan for the expected and unexpected

At Modern Wealth Builders, my goal is to help you build wealth both monetarily and spiritually. Helping people identify what truly matters to them, and how to use their money efficiently to accomplish those goals is My Why.

I currently split my time traveling back and forth between the island of Martha’s Vineyard and the Greater Boston area meeting with clients both in-person and virtually.

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Recently Published

Three Strategies You Can Take Advantage of During a Bear Market

March 20, 2020

Even if you’re not dependent on your investment portfolio, losing money (even if only temporary) is never fun. Fortunately, there are strategies you can take advantage of to lessen the impact of a bear market and *hopefully* set yourself up for success when markets rebound. Although no one knows when markets will rebound, now is […]

The post Three Strategies You Can Take Advantage of During a Bear Market appeared first on Modern Wealth Builders, LLC.

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How To Deal With A Market Correction

March 3, 2020

No pain, no premium. The unfortunate reality is that to benefit from the returns of financial markets (especially the stock market) we have to be willing to accept the inevitable risk of short term declines. Declines and periods of volatility happen regularly and are a normal part of investing. The ups and downs can go […]

The post How To Deal With A Market Correction appeared first on Modern Wealth Builders, LLC.

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How Aggressive Should I Be With My Employer Equity Compensation?

February 26, 2020

In this podcast episode, I discuss the framework for deciding how aggressive to be with employer equity compensation. Equity compensation discussed includes Options (at-the-money vs out-of-the-money) vs Restricted Stock Units (RSUs). In situations where there is a vesting schedule (over a 3,4,5 year period), it almost always makes sense to take the equity compensation (vs […]

The post How Aggressive Should I Be With My Employer Equity Compensation? appeared first on Modern Wealth Builders, LLC.

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Ideal Clients

  • Gen Y/Millennials
  • Sales Professionals
  • Technology Professionals
  • Travel Enthusiasts

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee

Fee Options

  • Monthly Fee: $300+/mo
  • Flat Fee: $900+/engagement

SEC Records

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